See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,354 | $73,867-64.3% | $143,757-81.7% | $68,494-61.5% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | 19.39% | 1.01%+18.4pp | -0.04%+19.4pp | -7.84%+27.2pp |
| Employer contribution / active EE | $2,178 | $3,184-31.6% | $4,951-56.0% | $2,596-16.1% |
| Participant deferral / active EE | $5,633 | $3,384+66.4% | $5,637-0.1% | $4,027+39.9% |
| Admin fee / account holder | $1,822 | $5,755-68.3% | $14,673-87.6% | $5,403-66.3% |